Financial Planning Specialist

4 weeks ago


Ann Arbor, Michigan, United States New York Life Full time

Financial Advisor Role Overview

We are seeking a skilled and detail-oriented individual to join our team as a Financial Advisor. As a key member of our team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations, goals, and risk tolerance.
  • Provide personalized financial advice and guidance to clients, helping them make informed decisions about their investments, retirement planning, and estate planning.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with industry trends and developments, ensuring our clients receive the most current and effective financial advice.
  • Collaborate with our team to identify new business opportunities and develop strategies to attract and retain clients.

Requirements

  • Bachelor's degree in business administration, finance, or a related field.
  • Valid FINRA Series 7 & 63/66 license (or ability to obtain within a reasonable timeframe).
  • Excellent communication, relationship-building, and math skills.
  • Basic understanding of financial planning principles and practices.
  • Experience working with financial planning software, CRM systems, and other related tools.

About Us

New York Life is a leading financial services company dedicated to helping individuals and families achieve their financial goals. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.



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